Ambu A S Ord (AMBFF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone, and a warm welcome to this earnings call where we will present our Q3 24-25 financial results. I'm Britt Mielbjørnsen. I'm the CEO of Ambu. And with me today, I have Henrik Skagbender, our Chief Financial Officer. We'll give a short presentation on the business results, the financial results, and then we will open up for questions. If we move to the next slide, the usual disclaimer, and then moving into the highlights of this quarter or the first nine months of our financial year ending September 30th. We have seen solid growth momentum continuing and looking at the nine-month period that we have had, we have a total growth of 14.3%. Again, with our fiscal year ending September 30th, that also means that we are comfortable with today's results to also lift the lower end of our guidance. So the guidance on our organic revenue growth for the full year is now 12-14% instead of previous 11-14%. On the new launches, we continue to have good progress both on the pulmonology and urology side. I'll come back to that, but exciting advancements in the quarter of the portfolio. In terms of sustainability, which also remains important both for us and for our customers, we also have great progress on our ReCircle program. And then on the EBIT margin after nine months, we are at a solid level of 13.9%. A lot of this driven by continued improvement in our operational leverage, but also we are continuing to invest in future growth. And then we have, and I'll let Henrik talk more about this, we've had some FX headwind in the quarter as we are reporting in Danish kroner and have a lot of our business in Let's look at some of the momentum that we have had in the quarter. So more specifically, our organic revenue growth in the quarter ended at 12%. And if we break that ...